This document is only for users that are upgrading to E-Hors WinX and does not apply to new users.
ADMIN & SYSTEM | |
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GROUP/PROGRAM | CUSTOMER |
Property Management Property Master Data |
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Property Details |
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Property Settings | All settings are divided per module
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Property Registration Number |
This program allows the user to register all the official tax registrations they have. |
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Division & Department |
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Payment Class Link |
This program allows you to manage which payment method will be available for each outlet. The default outlet must be linked also. |
Printer |
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Room Inventory Management Group Accommodation |
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Accommodation
If it's an existing customer, these should be copied from the old versionAccommodation |
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- If it's an existing customer, these should be copied from the old version to Winx.
- If it's a new installation, the bed type must be added.
- If it's an existing customer, these should be copied from the old version to Winx.
- If it's a new installation, The room location must be added.
Bed Type |
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Room Location |
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Room Management |
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Outlet Settings Outlet Owner | This program is not only for the outlets that don't belong to the property. This is also used to register your misc. AR partners like tenants. |
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Outlet Management | The definition of an outlet is any revenue source on the property. Meaning F&B, Misc, Retail, Spa & Themeparks |
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Cross Property Charge | This program links property A with an outlet to another property B, allowing to charge the guest folio of property B. The properties must be in the group of properties.
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Banquet Management Function Type | Function Type: is the type of events. |
- If it's an existing customer, the existing data should be copied from the old version to Winx
- For new installation, function type must be added.
- If it's an existing customer, the existing data should be copied from the old version to Winx
- For new installation, a configuration type must be added.
Ehors Translation
Ehors Label Message
Ehors System Language
Ehors Translator
This is a program where you create a list of "label" and/or "message" IDs that will be used in all components of the GUI.
And will be used as a dynamic language translator and later combine with language.
It also serves as default Ehors GUI labels and messages.
Employee Management
Designation
- If it's an existing customer, these should be copied from the old version to Winx.
- If it's a new installation, this is normally empty. This must be done by the customer based on their organization.
- For a new and existing installation, linking must be done.
For Existing Installation
- If it's an existing customer, the existing list of employees will be copied from the old version to Winx.
- The password must be changed based on the alphanumeric, password & username are now case sensitive.
- If the employee is involved in approvals like AP and Purchasings, set the authorized payment & Authorize PO/Item
New Installation
- Employees must be entered and all related data.
Employee Authorization
Outlet Authorization
- Linking must be done before you can start using the POS ( new & old installation)
- If it's an existing customer, these should be copied from the old version to Winx, except for the new linking.
- Once you add an employee to property A, automatically that employee is authorized in property A. If you want to authorize that employee to property B, authorization must be added.
Item Management
Item Category
- If it's an existing customer, existing data should be copied from the old version to Winx.
- If it's a new installation, this is normally empty. Data must be added.
- If it's an existing customer, existing data should be copied from the old version to Winx.
- If it's a new installation, this is normally empty. Data must be added.
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Configuration Type |
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Function Rooms |
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Ehors Translation Ehors Label Message Ehors System Language Ehors Translator | This is a program where you create a list of "label" and/or "message" IDs that will be used in all components of the GUI. |
HUMAN RESOURCE | |
GROUP /PROGRAM | CUSTOMER |
Employee Management Designation |
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Assign Programs |
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Employee | For Existing Installation
New Installation
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Employee Authorization Outlet Authorization |
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Property Authorization |
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INVENTORY MANAGEMENT | |
GROUP /PROGRAM | CUSTOMER |
Item Management Item Category |
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Item Measurement |
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Item |
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Stock Locations |
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Opening Stock |
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Item Department |
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Supplier Management Supplier Management |
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Item Supplier |
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FOOD & BEVERAGE | |
GROUP/PROGRAM | CUSTOMER |
Recipe Builder Recipe Type |
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Recipe Type Margin |
- If it's an existing customer, existing data should be copied from the old version to Winx
- Double-check the recipe type code, the codes have been changed and extended
- fb=food&beverage, spa=spa, fo= front office, rt = retail, at = attraction, other = others
- If it's a new installation, margin must be set up if applicable.
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Recipe |
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Set Menu Manager |
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Replace Item |
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Kitchen Instruction |
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Menu Management Menu Category |
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Main Menu Category |
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Menu Card Linking |
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Menu Per Outlet |
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POINT OF SALES | |
GROUP/PROGRAM | CUSTOMER |
POS Programs Outlet POS Set up |
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Retail Price & Barcode | Double Check the recipe and barcode.
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POS Restaurant |
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POS Retail |
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POS Spa | |
POS Fast Food |
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POS Ticketing |
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POS Void Check |
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BDI Knock OFF |
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POS Reports FB Reports Retail Reports Attraction Report |
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MIN (BIR) | If your POS system needs to be BIR Accredited, follow the instructions here to make sure the correct MIN number is registered MIN REGISTRATION SETUP ON POS STATION |
SALES & MARKETING | |
GROUP/PROGRAM | CUSTOMER |
Revenue Management Rate Code |
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Promo Code/LOS/Min Stay/ Last Min/ Early Bird | Promo Code
LOS
Min Stay/Last Min/Early Bird
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Partner Promo |
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Discount Management Program |
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Package Management |
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Voucher |
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Surcharge Manager |
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Occupancy Level |
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BDI Management BDI Category |
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Breakdown Item |
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Business Segmentation Market Segment |
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Market Source |
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Segment Source Link |
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Agency Category |
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CRM Registration |
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Question Category & Question Sub Category |
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Questions/ Questionnaire |
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Questionnaire Link |
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Partner Management Partners |
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Region/Sub Region |
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THEMEPARK | |
GROUP/PROGRAM | CUSTOMER |
Turnstile ManagementT Turnstile Management |
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Attraction Management Attraction Planboard |
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FRONT OFFICE | |
GROUP/PROGRAM | CUSTOMER |
Reservation Manage Reservation |
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Reception Room Assign |
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Room Guest List |
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Registration Card |
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FO Retail Sales |
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Guest Profile Management Guest Profile |
Passport Reader Installation, please click here: PASSPORT READER SCANNER INSTALLATION |
Title Management |
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VIP Level |
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Newspaper | No changes |
FO Reports 7 days Overview |
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DRR Report |
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Accommodation Forecast |
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Arrival & Departure | |
Guest Movement |
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In House List | |
POB Reports |
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Daily Room Count |
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Guest History |
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CI-CO Status |
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Occupancy Reports |
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PABX Wake Up Call |
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Extension Management | |
ACCOUNTING | |
GROUP/PROGRAM | CUSTOMER |
Coa Management Ledger Management /Group Management |
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Account Management |
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Create Journal Template |
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Taxes |
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Revenue Account Link |
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Purchase Accounts |
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Rate Code Group |
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Payment Method Link |
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Tax & Sc Linking |
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Discount Link |
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Bank Accounts |
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COA Overview |
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Currency Management | Forex Currencies
Purchasing Currencies
HQ Cons. Currency
Corporate Currency
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Journal Management General Ledger |
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Modify General Ledger |
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Modify Collection Date |
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Automatic Journal |
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Journal Template |
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Update Rev Accounts & Update Rev Type |
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Closing Procedure |
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Account Receivables Debit/Credit Note |
Oustanding AR from v3 will be copied during or after the switch. When this is done, the user cannot use the old version to send an invoice as this will affect the sequence of the invoice number. |
AR Reconciliation |
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AR Reports |
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Accounts Payable Supplier Invoice |
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Supplier Invoice w/o PO |
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Manual Payments |
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Manage payment |
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Approve payment |
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Payment Processing |
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Cancel payments |
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Payment Authorization |
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Reprint Payment Batch |
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Budgets Finance Budget & FO Budget |
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F&B Budget |
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Fixed Asset Management FA Reg & Depr. |
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FA Disposal |
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FA Location |
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Exco Reports Create Dynamic Report |
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Financial Statements |
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Finance Operations Report In-House Guest Ledger |
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Trial Balance |
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BDI Report |
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BDI Planning Report |
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Tax & SC Report |
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BIR Reports POS |
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BIR Forms |
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Bank Recon Report |
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Audit Reports Daily Revenue Journal |
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GL Journal |
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Print Journal |
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Employee Audit Report |
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OC-ENT EL Report |
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PO Invoice Trace |
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Credit Card Reports |
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Deposit Receive Trace |
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Reprint invoice |
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POS Void Report |
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C/O With Balance report |
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PURCHASING | |
GROUP/PROGRAMS | CUSTOMER |
Purchase Management Stock Request |
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Purchase Advice |
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Order Authorization |
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Create/Cancel PO |
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Market List Template |
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Market List |
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Reprint PO |
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Purchase Authorization |
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Goods Management Goods Receive |
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Goods Return |
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Stock Distribution |
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Stock Correction | Correction Accidental
Stock Take
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Stock Location Transfer |
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Recipe Transfer |
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PO Reports |
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HK & Maintenance | |
GROUP/PROGRAM | CUSTOMER |
Housekeeping Management Guest Arrived Monitor | Nothing has changed |
Room Status Update | Nothing has changed on the desktop
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Cleaning List | Important changes The sequence of automatic, as well as manual assignments. If attendant & supervisor are selected: VD, AE/VD/OD. The attendant cannot have VCI/VC/OCI rooms
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Room Status Correction | Nothing has changed |
Maintenance Management Maintenance Block |
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Maintenance Overview |
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GUEST SERVICE & TRACKING | |
GROUP/PROGRAM | CUSTOMER |
Wifi Management Wifi Users |
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Service Center Manage Service Jobs |
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Guest Service Admin |
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IT TASK BEFORE GOING LIVE | |
Passport Reader | If you are using a passport reader, please click this link for more info PASSPORT READER SCANNER INSTALLATION |
BIR MIN Registration | This exercise must be done before we go live on all terminals MIN REGISTRATION SETUP ON POS STATION (Applicable for Philippine Customers POS accredited by BIR) |
KDS (Kitchen Display) | If you are property is using KDS, click here for more info |
HostFile | Make sure that all computers for operations are able to access the new system. |